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Kevin Paul Mcdonald

NEW PATH CAPITAL ADVISORS·SILVERTHORNE, Colorado
Clean recordNEW PATH CAPITAL ADVISORS
561 BLUE RIVER PARKWAY, SILVERTHORNE, CO 80498CRD# 5410208Firm CRD# 145041

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Paul Mcdonald · SILVERTHORNE, CO
Registration
CRD #5410208 · NEW PATH CAPITAL ADVISORS
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kevin Paul Mcdonald is a registered financial advisor based in SILVERTHORNE, Colorado, affiliated with NEW PATH CAPITAL ADVISORS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
NEW PATH CAPITAL ADVISORS
NEW PATH CAPITAL ADVISORS
AUM
$31M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at NEW PATH CAPITAL ADVISORS →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5410208
Firm CRD# 145041
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Paul Mcdonald offer?
Kevin Paul Mcdonald specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SILVERTHORNE, Colorado for a consultation.
What are Kevin Paul Mcdonald's credentials?
Kevin Paul Mcdonald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Paul Mcdonald located?
Kevin Paul Mcdonald is based in SILVERTHORNE, Colorado, working with NEW PATH CAPITAL ADVISORS. Their office serves clients in the SILVERTHORNE metropolitan area and surrounding communities.
How does Kevin Paul Mcdonald charge for services?
Kevin Paul Mcdonald's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEW PATH CAPITAL ADVISORS?
NEW PATH CAPITAL ADVISORS has approximately 2 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NEW PATH CAPITAL ADVISORS

Ronald George Bristol
SILVERTHORNE, CO

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Research
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